For CPA & accounting firms

A week of downtime in tax season can end a firm.

You live by deadlines and you hold exactly the data criminals want. We build a continuity plan that protects both — so a fire, outage, or breach doesn't become a filing-season catastrophe.

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Why you need this

Deadlines, sensitive data, and federal expectations all point the same way.

Federal law already expects a planUnder the FTC Safeguards Rule (Gramm-Leach-Bliley Act), tax and accounting firms are treated as financial institutions and must maintain a written information security program. A continuity plan is its natural operational counterpart — and the IRS Security Summit notes such planning also helps with events like fire, flood, and theft.
Your busiest weeks are your most fragileAn outage during filing season puts every client deadline — and your reputation — at risk at the worst possible moment.
You hold the data criminals wantSSNs, financials, and returns make accounting firms a prime target for ransomware and breaches, with PTIN and FTC exposure if you're caught unprepared.
Clients are starting to askMore clients and partners want to know you have a plan before they trust you with their books.

What your plan covers

Tailored to how your firm actually runs.

Client-data backup & recovery

Tax & audit software continuity

Peak-season surge planning

Client communications

Key vendor dependencies

Tabletop walkthrough with your team

What you get

Fixed scope. Fixed price. Delivered in weeks.

A tailored continuity plan, a business impact analysis, and a live tabletop walkthrough with your team — plus an optional annual review that keeps it current.

Essentials $5,000 · Standard $7,500 · Comprehensive $10,000

We confirm the right fit on a short call. Already have a plan? A Plan Review & Gap Assessment starts at $1,500 (credited toward a full plan). Annual Resilience Retainer from $1,500/yr.

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Let's protect what you built

Find your three biggest gaps — free.

A 15-minute call and you'll know exactly where your firm is exposed, whether or not you ever work with us.

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